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How to create a task

Methods of creating a Task:

There three main ways to create a task are:

  • The first one is from your personal project “My task”, by clicking the ‘Add Task’ as shown below in the image:

    • After a task has been created, you can either assign it to a user or a to a project as shown in the below images respectively:

    • Upon selecting a user, all organization users will be listed in red color and any of them can be chosen.
    • You can also chose to delegate or  to pass on the task. 
    • A notification will appear on the top right corner of the screen, indicating that the task will be added to the other user’s personal project.
  • The second one if as a member of a project, you have the ability to create tasks within that project:
  • Lastly, as a member of a team, you have the ability to create tasks within that team. However, you will need to choose the specific projects that are associated with the team in order to create tasks within them.

By clicking on the “Add Task” button, a new window will appear allowing you to create a task for yourself or for a project you are a member of. The task can be given to an individual or to a specific member of a particular project. Tasks that you create will be visible under the “created”, “following” and “all task” heading, which can be accessed by selecting it from the drop-down menu as shown below:

How to create a Task:

  • To create a task, you must provide a name for the task, choose the current stage from the options “To-Do”, “In Progress”, and “Completed”, and select the priority level from “Low”, “Medium”, “High”, or “Highest”. You should also specify a due date for the task, or it will use the default due date when it is saved.
  • You have the option to remove the due date from a task or add it back by clicking the toggle calendar. This allows you to keep the task in your list while giving you the flexibility to add the due date back if necessary:

  • While it is not required, you can also add tags to a task to help distinguish it from other tasks and make it easier to filter. Tags can be used to categorize tasks based on department, priority, or other characteristics. You can assign multiple tags to a single task.
  • In the description section of the task, you can provide more information about what needs to be done. You can attach related file or document to the task, which is located just below the task’s description as shown below:

  • If multiple people are working on a task, you can use the Link Task” feature to divide the task into smaller parts and link to it. This can help organize the work and ensure that all necessary tasks are completed:

  • You can create subtasks for a task by clicking the hyperlink on the far right side, which will convert it into a task, shown below in the image:

Note that the sub task gets listed as child task under the main task as shown below in the image:

To ensure that tasks are completed in the correct order and at the appropriate time, you can set the task dependencies toggle button. This allows you to specify that certain tasks must be completed before others can be started. This can help ensure that all necessary tasks are completed efficiently and effectively.

Once you have selected all of the necessary options, you can save the task. Alternatively, you can choose to cancel the task if you do not want to create it.

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